o William Vastardis Partner, Founder and President o Wolfgang (Rob) Giesecke, CPA, CFA Partner and Chief Financial Officer o Robert Lynch Partner o John Stefankiewicz Partner and Chief Operating Officer o Michael Wyne Partner and Head of Operations o Daniel Leblond Partner, Head of Client Service and AML Compliance Officer o Bernadette O'Neil Managing Director o Tervinder Singh Chal Vice President o Adam Cooper Vice President - Tax o Rosemary Gilchrist Vice President – Operations o Milan Mantri Vice President – Client Management o Brian Loges Vice President o Dennis Forbes Vice President

Overview
Core Values
Technological Edge
Management Team

William Vastardis

Wolfgang Giesecke
Robert Lynch

John Stefankiewicz
Michael Wyne

Daniel Leblond

Bernadette O'Neil
Tervinder Singh Chal

Adam Cooper

Rosemary Gilchrist

Milan Mantri

Brian Loges

Dennis Forbes

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